Main Menu
Sign Up
Sign In
Flyout Menu

Partner Agreement Terms

Effective Date: January 15, 2026

This Referral Partner Program Agreement (“Agreement”) is entered into by and between SaveOnHouseTaxes.com, a Texas-based property tax consulting company (“Company”), and the individual or entity enrolling in the referral program (“Partner”). Together, the Company and Partner may be referred to as the “Parties” or individually as a “Party.”

This Agreement sets forth the terms under which Partner will participate in the SaveOnHouseTaxes.com Referral Partner Program to refer clients to the Company’s property tax appeal services.

1. Overview and Acceptance

By submitting an application, accessing, or participating in the Referral Partner Program, Partner confirms that they have read, understood, and agree to be bound by the terms of this Agreement. If Partner does not agree to these terms, Partner must not participate in the program.

 

2. Program Description

Under this program, Partner may refer property owners who engage SaveOnHouseTaxes.com to handle their property tax appeal services (each a “Referred Client”). The Company offers property tax consulting and appeal services, including evidence preparation, county filings, and representation in both informal and formal hearings (“Services”).

Partner’s role is strictly limited to introducing or referring prospective clients to the Company. Partner is not authorized to represent themselves as an employee, agent, or legal representative of the Company.

 

3. Partner Responsibilities

  1. Minimum Participation Requirement
    • To qualify for participation in the SaveOnHouseTaxes.com Referral Partner Program, Partner must successfully refer at least twenty (20) unique properties within the current tax year. Each referred property must belong to a distinct property owner who signs a valid engagement agreement with SaveOnHouseTaxes.com before the property tax protest deadline for that tax year.
    • Failure to meet this minimum threshold may result in Partner’s disqualification from the program or ineligibility for referral compensation.
  2. Lead Referrals
    1. Partner agrees to use good-faith efforts to refer qualified property owners who may benefit from the Company’s Services. Leads must be submitted through the designated referral form, platform, or tracking link provided by the Company.
  3. Compliance
    • Partner shall comply with all applicable laws, regulations, and ethical marketing standards. Partner shall not make any misleading claims about the Company’s Services or compensation structure.
  4. Non-Exclusivity
    • The relationship between the Company and Partner is non-exclusive. The Company may engage other partners or conduct direct marketing.

4. Compensation

  1. Referral Fee Structure
    • Partner will earn a percentage of the net Success Fee received by the Company from each Referred Client. The Success Fee is the amount paid by the Referred Client to the Company based on property tax savings achieved for that client. The percentage and applicable conditions will be defined in writing by the Company and may vary based on promotional programs or partner tier levels.
  2. Eligibility for Payment
    • Payment is earned only when the referred client signs a valid engagement agreement with the Company and remains an active client through completion of their tax appeal for that year.
    • Self-referrals or duplicate leads are not eligible.
    • The Company reserves the right to validate all referrals.
  3. Payment Terms
    • Payments will be made within 30 days after the Company receives the corresponding Success Fee from the Referred Client. All payments will be made in U.S. dollars and may be issued via ACH, check, or other method approved by the Company. Partner is solely responsible for any taxes arising from such payments.

5. Marketing Materials and Brand Use

  1. Company-Provided Materials
    • The Company may provide marketing assets for Partner’s use (“Marketing Materials”). Partner is granted a limited, non-exclusive, revocable right to reproduce and distribute these materials solely to promote the referral program.
  2. Partner-Created Materials
    • Partner may create their own marketing materials referencing the Company’s brand, logo, or name only with prior written approval from the Company. All goodwill associated with such use will inure solely to the benefit of SaveOnHouseTaxes.com.
  3. No Modification
    • Partner may not alter or misrepresent the Company’s Services, brand, or messaging in any way.

6. Independent Contractor Relationship

Partner and Company are independent contractors. Nothing in this Agreement shall be construed to create a partnership, joint venture, franchise, or employment relationship between the Parties.

Partner shall not act as an agent or make any commitments on behalf of the Company. Partner is responsible for all taxes, insurance, and expenses incurred in connection with participation in the program.

 

7. Confidentiality

  1. Definition
    “Confidential Information” means all non-public information disclosed by one Party to the other, including business strategies, client data, compensation structures, or technology systems.
  2. Obligations
    Each Party agrees to use the other’s Confidential Information only for purposes related to this Agreement and not to disclose it to any third party without prior written consent. Confidentiality obligations will survive termination of this Agreement.
 
 

8. Representations and Warranties

Each Party represents that it has the legal authority to enter into this Agreement and perform its obligations.

The Company does not make any warranties, express or implied, regarding the operation or results of the referral program, including implied warranties of merchantability or fitness for a particular purpose.

 

9. Limitation of Liability

To the maximum extent permitted by law:

  • Neither Party shall be liable for indirect, incidental, or consequential damages (including lost profits) arising out of this Agreement.
  • The Company’s total liability to Partner under this Agreement shall not exceed the total referral payments actually paid to Partner during the 12-month period preceding the event giving rise to the claim.
 
 

10. Indemnification

Each Party agrees to indemnify and hold harmless the other, and its officers, employees, and agents, from any claim, loss, or expense arising out of:

(a) any misrepresentation or violation of law by the indemnifying Party; or
 (b) any breach of this Agreement.

 

11. Term and Termination

  1. Term
     This Agreement begins on the Effective Date and continues for one (1) year, automatically renewing annually unless terminated.
  2. Termination for Convenience
     Either Party may terminate this Agreement for any reason with 30 days’ written notice (email is acceptable).
  3. Termination for Cause
     Either Party may terminate immediately upon written notice if the other Party materially breaches this Agreement and fails to cure such breach within 15 days after notice.
  4. Effect of Termination
 

Upon termination, Partner must stop using the Company’s brand and marketing materials. Any pending referral fees for qualified Referred Clients will be paid according to the normal schedule.

 

12. Governing Law and Dispute Resolution

This Agreement shall be governed by and construed under the laws of the State of Texas, without regard to conflicts of law principles.

Any dispute that cannot be resolved through good-faith discussion shall be submitted to binding arbitration before the American Arbitration Association in Bexar County, Texas under its Commercial Arbitration Rules. Each Party shall bear its own costs and attorneys’ fees.

Either Party may seek temporary injunctive relief from a court of competent jurisdiction in aid of arbitration.

 

13. Miscellaneous

  • Notices – Notices may be sent via email to the addresses provided by each Party.
  • Entire Agreement – This document constitutes the entire agreement between the Parties and supersedes prior discussions or agreements.
  • Amendments – The Company may update this Agreement at any time by posting a revised version. Continued participation after notice of changes constitutes acceptance.
  • Severability – If any provision is found invalid, the remaining provisions remain in effect.
  • Waiver – Failure to enforce any right shall not constitute a waiver of future enforcement.
  • Force Majeure – Neither Party shall be liable for delays or failures beyond its reasonable control, including natural disasters or governmental actions.
  • Counterparts – This Agreement may be executed electronically and in counterparts, each of which shall be deemed an original.
 
 

Acknowledgment

By joining the SaveOnHouseTaxes.com Referral Partner Program, Partner acknowledges and agrees to all terms contained herein.

SaveOnHouseTaxes.com
Daniel Ortiz
Managing Partner
daniel@saveonhousetaxes.com